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Smart Accounting for Smart Businesses – Work Less, Profit More with Zoho Books
ZOHO BOOKS ACCOUNTING APP
Facing Challenges? Discover Solutions for Professional Services Firms
You face a unique set of challenges when it comes to growing, managing, and improving your business. Balancing complex client relationships, juggling multiple projects, and keeping cash flow steady can make it tough to stay efficient and keep everything running smoothly. Without the right systems, it can be hard to streamline your operations and stay adaptable to your clients' changing needs.
Zoho Books is an easy-to-use, online accounting system, perfect for your businesses to help you manage your finances and stay on top of your cash flow.
We Help Financial Professionals Work Less & Profit More!
Accountants, Bookkeepers, Coaches, Consultants, Financial Planners & Tax Pros
Zoho Books Features
Automated Invoicing & Payments: Create, send, and track invoices with automatic payment reminders.
Bank Reconciliation: Connect bank accounts for real-time transaction updates and effortless reconciliation.
Expense & Bill Management: Capture, categorize, and track expenses for accurate financial records.
Financial Reporting & Insights: Generate detailed reports, profit & loss statements, and balance sheets.
Multi-Currency & International Business Support: Easily handle transactions in multiple currencies.
Client & Vendor Management: Maintain a detailed database of clients, vendors, and suppliers.
Automation & AI-Powered Workflows: Set up automated workflows to reduce manual data entry and errors.
Seamless Integrations: Connect with Zoho CRM, Zoho Payroll, Zoho Inventory, Stripe, PayPal, and more.
Mobile Accessibility: Access financial data anytime, anywhere with the Zoho Books mobile app.
GST/HST & Sales Tax Compliance: Automate tax calculations and generate tax reports for easy filing.
More Features: You can see all features in detail by clicking here to go to Zoho's website (opens in a new tab):
Zoho Books Benefits
Save Time with Automation: Reduce time spent on invoicing, reconciliations, and tax calculations with AI-powered automation.
Lower Software Costs: Say goodbye to expensive accounting software and subscription fees with a cost-effective alternative.
Effortless Compliance: Stay compliant with tax laws, generate audit-ready reports, and track financials with ease.
Seamless Business Integration: Connect Zoho Books with other Zoho apps and third-party tools for an all-in-one business system.
Anywhere, Anytime Access: Manage financials on the go with a cloud-based solution that works on any device.
What Accounting Apps Can Zoho Books Replace?
QuickBooks Online & QuickBooks Desktop
Xero
FreshBooks
Wave Accounting
Sage Business Cloud Accounting
Compare Zoho Books To (opens in a new tab):
Zoho Books Images
Project Outline
The Zoho Books application requires configuration and customization to match you and your company’s needs. Here is a quick outline of the steps required in the implementation of this application.
1. Requirements Gathering
Gather and document your specific requirements, including your business processes, workflows, and any specific functionality you require.
2. System Configuration
This will involve setting up all aspects of the application, user accounts, configuring integrations with other systems, and configuring security settings.
The information gathered during the Requirements Gathering will be beneficial here.
3. Custom Changes
Using the previous steps for guidance, this includes adding custom fields and values, user interface optimization, and testing the application.
Once the initial application changes and/or updates are completed, you can request any further changes you want to see in the final product.
4. Implementation
This includes installing and configuring the cloud-based software, testing the login process on different devices and reviewing the training material with your staff on how to use the application.
5. Support and Maintenance
This may include troubleshooting and resolving any issues that arise, providing updates and upgrades, and ensuring the application is running smoothly.
6. Review and Feedback
The last step is to review the solution with you and your team and gather feedback to identify areas that may need to be improved.
"Proper planning and implementation of a software application is the foundation for its success."
Scope Of Work
The software apps are cloud-based and run on current web browsers or the iOS /Android app on your smart phone or tablet. It requires only an internet connection. There no local installations or further IT costs for hardware, software or personnel.
1. Implementation, Setup and Configuration
We will get the application setup and ready to go.
It can be used live at this point.
It is more like a wireframe, before configuration and customization, which comes next in the Planning phase.
2. Planning and Data Collection
We will discuss the initial setup, the configuration and customization needed for your business, and the training prescribed.
This, along with data collection, is initiated using an online form for you or your team to fill in, along with online meeting discussions.
3. Customization and Testing
We will implement the configuration and customizations required based on the planning meetings.
Testing.
4. Training
We will provide online remote training with you and/or your staff.
We also provide training manuals.
5. Documentation
We will document the entire project, including planning, work and training, and it will always be available in our Customer Portal, which you can log into any time.
Our Customer Portal contains all of the products, services and projects you have purchased from Business Growth Success.
6. Hours Budget
We need to control the scope of the project or it can go into many different tangents lasting many hours not covered in the pricing.
Hours for implementation, setup, configuration, planning, and data collection are budgeted at 10 hours. We will cover any hours required outside of this scope.
Hours for customization, testing, training, and documentation are budgeted at 10 hours. If further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate. See the Pricing section.
7. Timing
Timing will be discussed during the project planning, but generally the project can be finished within one or two weeks, depending on the amount of customization required and scheduling availability.
8. Location
All work is done remotely and meetings are accomplished virtually using software provided by Business Growth Success.
9. Support, Maintenance and Updates
Once the project is completed, we will take care of regular updates and maintenance, as well as support for issues on our end.
After completion, new support, additions and modifications for your team is billed at our regular hourly rate of $125 USD per hour.
Pricing
[A] Software: pricing is based on the pricing table from Zoho Corporation (see examples below).
[B] Project Services: pricing includes implementation, setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates in accordance with the Scope of Work section above.
[C] Additional Services: if further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate of $125 USD per hour. To keep the price low, we work remotely and automate a lot of the entire process. We will always have discussions and training via online meetings.
[D] Project Services Price: $2,000 USD
[E] Terms: before initiating the project, we require an initial 50% deposit on services of $1,000 USD, the balance is due on completion.
Zoho Books:
Software
To Be Purchased
Directly From Zoho
$ Monthly
OR
$ Annually
We can discuss Zoho Software purchasing once you are on board after purchasing the 50% deposit on project services (see pricing to the right).
To see Zoho Workplace software pricing from the Zoho website, click here: Zoho Books Pricing (USD) or Zoho Books Pricing (Canada)
To see the Plan Comparison, click here:
Zoho Books:
Our Services
Implementation Services
Are Purchased Here
50% Deposit
$1,000 USD
Zoho Books Implementation full project cost is $2,000 USD, so 50% deposit on services is $1,000 USD.
Project includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates.
Zoho Books
Value for Money!
Simplify, Integrate & Automate
Secure & Keep Privacy First
Over 100 Million Users
Mobile App
Guarantee
Quick Setup
Support Whenever You Need It
You Can't Lose!
Your outcomes depend as much upon your part (which we have no control over) as on our part. We will guarantee to deliver the results as long as you’ve followed our recommendations and put in the work, or we will continue working with you to deliver the results at no additional cost.
Your satisfaction is our number one priority!
OR
Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Financial Services Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!
877-398-4710 Text Us
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Business Growth System
Authorized Partner | Certified Consultant
SmartSuite
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Zoho
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Certified Advisor
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